Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47489.98 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46091.99 Kr¶
PnL: ---------------------------------------> -796.58 Kr¶
DD now: ---------------------------------> -2.344 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 12:36:46.431009'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 0.510000 | 2786.000000 | 150.000000 | 5.690000 | 2636.000010 |
| HMS Networks | 2 | -1.060000 | 782.400000 | 109.400000 | 16.260000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.760000 | 3544.960000 | 90.960000 | 2.630000 | 3453.999992 |
| SAAB B | 8 | -0.420000 | 3428.800000 | 51.800000 | 1.530000 | 3377.000000 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.440000 | 395.400000 | 40.400000 | 11.380000 | 355.000000 |
| Boozt | 12 | 1.290000 | 1693.200000 | 39.200000 | 2.370000 | 1653.999996 |
| Resurs Holding | 22 | 1.820000 | 604.560000 | 30.560000 | 5.320000 | 573.999998 |
| Corem Property Group B | 59 | 0.790000 | 603.570000 | 26.570000 | 4.600000 | 576.999999 |
| Swedbank A | 3 | 1.880000 | 586.650000 | 22.650000 | 4.020000 | 564.000000 |
| AcadeMedia | 12 | -0.330000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Intrum | 4 | 0.180000 | 545.800000 | 18.800000 | 3.570000 | 527.000000 |
| Securitas B | 6 | 1.900000 | 587.040000 | 17.040000 | 2.990000 | 570.000000 |
| OEM International B | 7 | -0.380000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.230000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.910000 | 570.150000 | 8.150000 | 1.450000 | 562.000005 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.330000 | 252.480000 | 6.480000 | 2.630000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.220000 | 536.800000 | 4.800000 | 0.900000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Handelsbanken A | 5 | 0.740000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| CTEK | 13 | -2.960000 | 514.930000 | -19.070000 | -3.570000 | 533.999999 |
| Midsona B | 63 | -0.780000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.080000 | 574.500000 | -20.070000 | -3.380000 | 594.565215 |
| Essity B | 2 | -0.760000 | 545.000000 | -29.000000 | -5.050000 | 574.000000 |
| Essity A | 4 | -0.550000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.650000 | 3783.500000 | -66.500000 | -1.730000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.940000 | 3682.000000 | -129.000000 | -3.380000 | 3810.999990 |
| Beijer Electronics Group | 26 | -2.230000 | 2740.400000 | -230.600000 | -7.760000 | 2971.000006 |
| OX2 | 18 | 1.020000 | 1432.800000 | -231.200000 | -13.890000 | 1663.999992 |
| Axfood | 13 | 0.520000 | 3486.600000 | -269.400000 | -7.170000 | 3756.000001 |
| Ovzon | 52 | -0.750000 | 2756.000000 | -606.000000 | -18.020000 | 3361.999992 |
| TOTAL | 46091.990000 | -796.580000 | -2.34405% | 46888.564618 |
Updated:¶
'2023-01-27 12:36:59.497821'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
